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Sugden Wealth Management, LLC

Headquartered in DENVER, CO

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Firm Information

Sugden Wealth Management, LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services to individuals, including high net worth individuals. They offer educational seminars and participate in wrap fee programs. Sugden Wealth Management, LLC manages approximately $43.3 million in regulatory assets for 85 clients.

Sugden Wealth Management, LLC

$43.30M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SUGDEN WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

DENVER, CO

Advisors at Sugden Wealth Management, LLC

View All 1 Advisors
Unclaimed
George William Sugden

CFP®, RA

DENVER, CO

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Disclosures

There are no public disclosures for Sugden Wealth Management, LLC.

Frequently Asked Questions (7)

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